Index Funds, Monopolies, and Incentives
Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
Plus! Retail Sales, China and India, Theaters, Leverage, Italy, Externalities, Email
Plus! Scaling Moderation, Theater Reopening, Software Slump, Fungibility of Crime, and more...
Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,
Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
Plus! Old Media, Education, Delivery M&A, Delivery Funding, Crypto, Dark Matter
Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok